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Disclosery

GRIES FINANCIAL LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIES FINANCIAL LLC on UPS, newest first. How the timeline and the estimate are built.

GRIES FINANCIAL LLC held 0 UPS shares at 2024-09-30 per its 13F-HR filed 2024-10-18.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -13,508 shares

    13F-HR 0001213900-24-088867 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 13,508 shares
    Change vs previous 13F -536 shares

    0.38% of the 13F portfolio, value $1,848,611.

    13F-HR 0001213900-24-064624 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F/A 14,044 shares
    Change vs previous 13F +126 shares

    0.35% of the 13F portfolio, value $2,087,405.

    13F-HR/A 0001213900-24-043516 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 13,918 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,188,374.

    13F-HR 0001213900-24-013205 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).